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Car_Buing_ Project Plan_PPS
- 1. Team #1 PP&S– Project Plan Project Plan Car Buying Consultants 1. Introduction/ Background Car Buying Consultants (CBC) is a business that assists customers who are in need of a new vehicle, but would rather avoid the aggravation and uncertainty of negotiating and dealing directly with auto dealers and sales people. CBC wants to develop a solid business process that will allow them to better assist their customers and keep the process moving forward in a timely manner, while still maintaining positive profit margins. 2. Objectives: Design a seamless car buying business process for Car Buying Consultant (CBC) that will serve as a guideline for assisting clients in purchasing a vehicle. Create a process that saves the customer time and aggravation. Increase customer satisfaction resulting in increased referral and return business. 3. Scope Statement A. Product Scope (requirements) 1. The Project Manager will be the client’s main point of contact 2. Will work with new, pre-owned, and certified vehicles. 3. Customer must test drive the vehicle prior to the negotiation phase 4. Test pilots are to be based on a real auto purchases from a real buyer 5. Time Management guidelines will be listed as total number of hours allotted for each step of the business process. B. Project Scope 1. Create process for assisting the customer with budget and financing by 12/12/14. 2. Create a step by step process for assisting clients in selecting a vehicle by 12/12/14 3. Create negotiation procedures in order to negotiate with dealerships by12/12/14 4. Create process for delivering the vehicle to the customer by 12/12/14 5. Create time management guidelines for every phase by 12/12/14 6. Successful test of the business process using a pilot customer by 2/20/15
- 2. Team #1 PP&S– Project Plan C. Out of Scope 1. Will not work with out of state dealer. 2. Do not directly provide loans or financing 3. Do not keep vehicle inventory 4. Do not purchase vehicles 5. Do not conduct business from auctions. 6. Only operate locally within the State of California. D. Deliverables 1. Project Management-Related Deliverables i. Daily status reports to customers ii. Daily team meeting reports keeping the process moving forward 2. Product-Related Deliverables i. Test Pilot Survey Report ii. Provide Customer Survey Results to Management iii. Customer Referrals 4. Assumptions A. The business will operate consistent with California business regulations. B. Team members will be available per project schedule. C. The business will be able to negotiate a lower price of vehicle with dealerships. D. Dealerships will find value in working with our company. E. Customers will find it to be easier, less time consuming and more pleasant to work with us instead of the dealerships. F. The customer has no dealership preference. G. Dealerships will be willing to add our customer’s fee to the price of the vehicle and reimburse the company.
- 3. Team #1 PP&S– Project Plan 5. Cost Estimate Cost Estimate Internal External Total Labor Non- labor $ Total CostWBS Categories Labor Hours $/Hours $ Total Labor Hours $/Hours $ Total 1.1 Project Management / Planning 1.1.1 TestPilot 16 200.00 3,200.00 0.00 3,200.00 240.00 3,440.00 1.1.2 DailyTeam Meetings 0.5 200.00 100.00 0.00 100.00 5.00 105.00 1.1.3 Initial Client Meeting- Establish Requirements 0.5 50.00 25.00 0.00 25.00 25.00 1.1.4 Offer Available Service Packages 0.5 100.00 50.00 0.00 50.00 50.00 1.2 Financing 1.2.1 OfferBudget Assistance 0.5 50.00 25.00 0.00 25.00 25.00 1.2.2 VerifyDown Payment Options 0.17 50.00 8.50 0.00 8.50 8.50 1.2.3 CreditCheck 0.5 50.00 25.00 0.00 25.00 25.00 1.2.4 Establish Loan Pre- Approval 0 0.00 0.5 50.00 25.00 25.00 25.00 1.2.5 SignBusiness Contract 0.17 100.00 17.00 0.00 17.00 5.00 22.00 1.2.6 Reportto PM 0.25 50.00 12.50 0.00 12.50 12.50 1.3 Vehicle Selection 1.3.1 Identify Customer needs/wants 0.5 50.00 25.00 0.00 25.00 25.00 1.3.2 Suggest appropriate models 0.5 50.00 25.00 0.00 25.00 25.00 1.3.3 NarrowDown Selection 0.5 50.00 25.00 0.00 25.00 25.00 1.3.4 Locate Vehicles Online 0.5 50.00 25.00 0.00 25.00 25.00
- 4. Team #1 PP&S– Project Plan 1.3.5 Check Dealership's Availability 0.5 50.00 25.00 0.00 25.00 25.00 1.3.6 Visit Dealershipto inspect vehicle 1 50.00 50.00 0.00 50.00 50.00 100.00 1.3.7 Report Findingsto Customer 0.25 50.00 12.50 0.00 12.50 12.50 1.3.8 TestDrives 2 50.00 100.00 0.00 100.00 50.00 150.00 1.3.9 Identify Customer's Selection 0.5 50.00 25.00 0.00 25.00 25.00 1.3.10 Reportto PM 0.25 50.00 12.50 0.00 12.50 12.50 1.3.11 Communicate with Customer 0.5 50.00 25.00 0.00 25.00 25.00 1.4 Negotiations 1.4.1 Confirm Customer's Selection 0.17 50.00 8.50 0.00 8.50 8.50 1.4.2 Confirm Customer's Budget 0.17 50.00 8.50 0.00 8.50 8.50 1.4.3 Research Current Market Values 1 50.00 50.00 0.00 50.00 50.00 1.4.4 Appraise Customer's Trade-inif applicable 0.5 50.00 25.00 0.00 25.00 25.00 1.4.5 Meetwith Dealer Management 1 50.00 50.00 0.00 50.00 50.00 100.00 1.4.6 Make Offer to Dealership 0.17 50.00 8.50 0.00 8.50 8.50 1.4.7 Negotiate Final Pricing 0.25 50.00 12.50 0.00 12.50 12.50 1.4.8 Reportto PM 0.25 50.00 12.50 0.00 12.50 12.50 1.4.9 Communicate with Customer 0.5 50.00 25.00 0.00 25.00 25.00 1.5 Vehicle Delivery 1.5.1 VerifySales 0.5 50.00 25.00 0.00 25.00 25.00
- 5. Team #1 PP&S– Project Plan Documents are inorder 1.5.2 Inspect Vehicle 0.25 50.00 12.50 0.00 12.50 12.50 1.5.3 Identify Delivery Details 0.5 50.00 25.00 0.00 25.00 25.00 1.5.4 Coordinate Deliverywith Dealership 0.25 50.00 12.50 0.00 12.50 12.50 1.5.5 Meetwith customerand dealerat delivery location 2 50.00 100.00 0.00 100.00 50.00 150.00 1.6 Closeout 1.6.1 Conduct Customer Survey 0.08 50.00 4.00 0.00 4.00 5.00 9.00 1.6.2 Askfor Referrals 0.17 50.00 8.50 0.00 8.50 8.50 1.6.3 SendThank You letterto customer 0.08 50.00 4.00 0.00 4.00 5.00 9.00 1.6.4 Closing Reportto Management 0.5 50.00 25.00 0.00 25.00 25.00 Subtotal 0.00 4,715.00 Reserves 500.00 Total 34.43 4,230.00 25.00 4,255.00 460.00 5,215.00
- 6. Team #1 PP&S– Project Plan 6. Schedule Estimate
- 7. Team #1 PP&S– Project Plan 7. Risk Register
- 8. Team #1 PP&S– Project Plan 8. Communications Plan Communication Type Objective of Communication Medium Frequency Audience Owner Deliverable Kickoff Meeting Introduction of the project team and the project. Review project objectives and management approach Face to Face Once Project Sponsor, Project Team, Stakeholders Project Manager Agenda Meeting Minutes Client Meetings 1st Initial Meeting Product Selection Meeting Finance Meeting Follow-ups/ Status Meetings Test Drive Meetings Sign Contract Meetings Final Delivery Meeting Face to Face Calls Emails Once. 1-3 1-2 Follow- up/Status as needed 1-3 Test Drive As needed for Customer Satisfaction. Once Once Client, Project Team Product Specialist. Finance Specialist. Project Manager Negotiator Specialist Project Team Project Manager Product Specialist. Finance Specialist. Agenda Meeting Minutes Follow- up/Status/ Process Reports as needed Daily Team Meetings All Departments Status Updates for Clients and Dealerships Face to Face 1-2 AM/PM as needed for Clients Project Team Project Manager Product Specialist. Finance Specialist. Negotiator Specialist Project Manager Agenda Meeting Minutes Follow- up/Status/ Process Reports as neededProduct Team Finance Team Status Updates for Clients and PM Face to Face, calls emails 1-2 and as needed Product Team Finance Team Product Team Finance Team Agenda Meeting Minutes Follow- up/Status/ Process Product Team, Negotiating Team Status Updates for Clients and PM Face to Face, calls emails 2 and as needed Product Team, Negotiating Team Product Team, Negotiating Team Agenda Meeting Minutes Follow- up/Status/ Process
- 9. Team #1 PP&S– Project Plan Escalation: ♦ All Project Specialist (Product, Finance, and Negotiator) will escalate issues to Project Manager to resolve issue that cannot be done by the Specialist. ♦ Project Specialist (Product, Finance, and Negotiator) will escalate issues according to the scope management plan. General Rules: ♦ Meeting agendas will be distributed 24 hours in advance as well as any presentations to be given during the meeting. ♦ Respond to emails within 24 hours unless marked urgent. Urgent is defined as any issue which will impact the project if not resolved within 24-36 hours. Urgent emails will be responded to within 2hours. ♦ Phone messages and calls will be returned the same business day when receive or within the next couple hours of the following business day if received in the afternoon. Negotiating Team Finance Team Status Updates for Clients and PM Face to Face, calls emails 1 -2 and as needed Negotiating Team Finance Team Negotiating Specialist Finance Specialist Agenda Meeting Minutes Follow- up/Status/ Process Dealership Meetings Initial Meeting, Contracts, Test Drives, Negotiations, Delivery Face to Face calls emails 5 or more as needed for Customer Satisfaction Project Manager Product Specialist Finance Specialist Negotiator Project Manager Product Specialist Negotiator Agenda Meeting Minutes Follow- up/Status/ Process Team Project Status Status Updates for Clients, Team, Project Manager, Dealership emails Weekly Project Team Project Manager Product Specialist. Finance Specialist. Negotiator Specialist Project Manager Agenda Meeting Minutes Follow- up/Status/ Process Project Team Status Reports Status Updates for Clients, Team, Project Manager, Dealership emails Monthly Project Team Project Manager Product Specialist. Finance Specialist. Negotiator Specialist Project Manager Agenda Meeting Minutes Follow- up/Status/ Process
- 10. Team #1 PP&S– Project Plan 9. Lessons Learned It is important to be sure to clearly identify the Scope of work Communication is key. It is important for the Project Manager to know that everyone understands the project and expectations clearly. It’s important to understand the Business process first, then plan out the test pilot for testing the processes to execute the Business process. Allow for additional time for Test pilot for any unplanned issues. It’s critical to understand the requirement for the project. More detailed tasks are better than less detailed tasked. Well defined requirements made it easier to estimate budget & schedule. Communication with Product specialist and Finance Specialist was crucial in creating this project plan. Making valid assumptions and good cost estimates kept this project within original budget. Ongoing Communication with Customer is crucial to the success of business process.